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Are you ready for some thoughtful discussions about how to meet and exceed the rigors of today's retirement industry? Join host Tom Lamendola, Chief Marketing Officer for Financial Independence Group, for a deep dive into the demands of today's retirement industry.

Each episode, Tom will lead a thoughtful discussion with leaders in the financial arena to create a unique show that's designed to serve both financial professionals and everyday investors.

Financial Independence Group (FIG) has been a leader in the financial services space for more than 40 years. Tom Lamendola joined FIG in 2017 and has been responsible for growing high performing teams and challenge organizations to reach their potential for more than 15 years.

Questions for Tom? Want to be a guest? Inquire at tom.lamendola@figmarketing.com or by calling 800-527-1155.

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  2. Waterlily: Innovative Solutions for Long-Term Care Planning featuring Lily Vittayarukskul

Waterlily: Innovative Solutions for Long-Term Care Planning featuring Lily Vittayarukskul

Mar 29, 2024

In today’s episode, we’re focusing on a topic that is increasingly vital for our clients: long-term care planning. Joining us on the show is Lily Vittayarukskul, the CEO and founder of Waterlily Planning. We’re so excited to partner with Waterlily and introduce you to its innovative approach to long-term care planning.

Lily's personal journey, sparked by her aunt's battle with terminal cancer, led her to develop a solution aimed at easing the financial and emotional burdens of aging care. Waterlily harnesses the power of AI and machine learning to offer clients a better understanding of their long-term care needs, including cost projections and potential family involvement. Tune in as Lily discusses the role of predictive analytics in retirement planning and how Waterlily empowers advisors to better serve their clients' needs.

 

Here’s some of what we discuss in this episode:

  • Lily's journey and motivation for entering the long-term care industry
  • What is Waterlily and how does it help advisors with long-term care conversations?
  • The importance of holistic planning and incorporating long-term care considerations into retirement strategies
  • What’s in the future for Waterlily?

 

Resources for this episode:

Waterlily Planning

https://www.joinwaterlily.com/

Lily on Linkedin

https://www.linkedin.com/in/lily-vittayarukskul/

 

Learn About FIG: https://www.figmarketing.com 

800-527-1155